401(k) · DOL Form 5500 · 2022
Vintage Wine Distributor, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $59,083
- Avg per participant Low balance/head
Official DOL plan name: Vintage Wine Retirement Savings Plan · Sponsored by Vintage Wine Distributor, Inc. · Ohio · Wholesale Trade
$8M in assets, 128 participants
Vintage Wine Distributor, Inc.'s Vintage Wine Retirement Savings Plan reported $8M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 59th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,392 in Wholesale Trade (6,843 peers)
Coverage in Ohio
Vintage Wine Retirement Savings Plan covers 128 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $8M.
- #3,392
- in Wholesale Trade (6,843 peers)
- -8.5%
- assets change YoY
The plan reported a net loss of $706K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Vintage Wine Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers
Vintage Wine Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,562,676 Top 41% higher than 59% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Vintage Wine Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vintage Wine Retirement Savings Plan sits mid-pack in the medium band (128 participants).
DOL schedule card
Filing strip 341103501 · Vintage Wine Distributor, Inc. PY 2022 · 401(k)
Vintage Wine Retirement Savings Plan · $8M · 128 · 59th
- 5500 $8M
- 5500 128
- 5500 59th
- 5500 401(k)
- 5500 near Mosaic Companies, LLC 401(k) Plan
- 5500 ind #3392
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Ohio →
Vintage Wine Retirement Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$706K |
| Employer EIN | 341103501 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vintage Wine Distributor, Inc.)
Sponsor-wide plan assets over time
All Vintage Wine Distributor, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 44.657314421509% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $8M |
| 2023 | 1 | 130 | $9M |
| 2024 | 1 | 130 | $11M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Vintage Wine Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Mosaic Companies, LLC 401(k) Plan in FL ($8M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.